Lisa Gill

I was wondering if you could just spend a few minutes discussing your relationship with hospital and health systems on the specialty side

If I look at the updated guidance for the Pharmaceutical and Specialty Solutions division, it's up by 100 basis points. And Aaron, I think you talked about $0.05 coming from the change in NCI

Can you talk about where that's coming from? Do you think that changes due to the IRA under Part D, is that driving it

can you talk about the margin? Is that materially better? Or is there something else that was driving the margin improvement

Can you talk about some of the key drivers from a specialty perspective? Is this growth in existing clients?

can you spend a few minutes talking about the margin profile of what we would expect in the steady state for the PBM

when we think about the renewal pricing going into next year, the shift over to the new rebate-free model, I really want to understand the economics

Can you maybe comment on the 2026 selling season? I heard you talk about specifically the renewal of Prime Therapeutic

David, I want to sneak this one in here. I just really would love to hear your thoughts on Arkansas and the legislation

what you're seeing on the opportunity to be able to negotiate a better price with either of the large GLP-1 players in the marketplace

Can you talk about two things? One, are clients shifting more where they want, more of the rebate retention, and if so, how do we think about that impact

How do we think about the impact to operating profit from those changes as well as the shift in the mail channel that you talked about

one of the comments that stood out to me today is the benefits of strategic partnerships with health systems. Can you talk a little bit more about the opportunities that you see there

Can you maybe just spend a minute strategically how you view the business? You are now taking some of these businesses, putting them into "other."

we saw strong gross profit, strong operating profit, but a slight trim in the revenue, Jim, that you talked about from a guidance perspective. Can you talk about what some of the key drivers are th...

Can you just remind us on each side of your business? My understanding would be on the branded side, kind of similar to what we saw on the flip side with insulin

can you help with the elements going forward, you know, are we seeing deceleration in some area, is it around GLP-1s

Maybe just spend a couple of minutes talking about how you think about maybe the first year as CEO of the company

I wonder if we could just spend a couple of minutes talking about the current regulatory environment

do you feel that currently what the FTC is proposing would, in some way, hinder your ability to negotiate in the supply chain

should we anticipate as we see shifts in these contracts that we're going to continue to see headwinds as we make that initial shift

Can you maybe just talk about the level of visibility you have, what some of the underlying assumptions are, your level of conviction

can you help me to understand a few things? One, when we think about your preferred formulary, can you talk about the number of lives

what are some of the things that you think you can really bring to CVS as the new CEO

I just was wondering the current M&A environment

any comments around recent legislation, whether we think about what's passed on the federal level

You said it was roughly $1 of investments, but a quarter was pulled forward. So should I think that 75¢ is still embedded in your guidance for 2026

can you give us any color around what the difference would be in membership as we think about '26, should they not be able to come to some kind of agreement and not have the enhanced subsidies in '26

just curious around what you're seeing on trend there. And you also made a comment around your bids for '26 around margin recovery

Can you maybe just talk about new members versus existing members and how those new members came on when we think about risk coding

would be the comments around the Part D redesign. Mark, can you talk about the specific impact to MLR

Can you maybe just talk about the level of visibility you have? And did you see any variability as you were exiting the quarter?

Can you discuss the impact of weather in the quarter? And then thoughts around the ACA exchange and potential changes that are coming back there

what's in your guidance? Two, we had pretty severe weather in the Northeast in January

are you seeing an increase in utilization from, for example, the exchange population as people anticipate that they potentially could lose their benefit

can you maybe just discuss anything on the horizon around managed care contracting? Do you have any large contracts that are up for renewal going into '26?

in early development, how much of the business is today with animal testing? And if that were to change, what the potential impact would be?

Lab directed tests there's supposed to be something obviously coming into play, your trade organization currently has a lawsuit

how do I think about the makeup of the 3.5% that Julia talked about as far as organic, how much of that is coming from esoteric?

Can you talk about what's in revenue and adjusted operating profit as far as organic versus inorganic

It appears to me that margins are improving quarter over quarter. And I'm just curious, what's driving that

is it new products you're bringing to the market? Is it enhanced programs that are driving that margin

are you seeing any impact from the store closings or anything else from a negative perspective on Rite Aid

I just want to make sure we also understand the tariff side on both sides of your business

is it that you're calling out that's a revenue impact, but you're still going to distribute the product

the PBM legislation has passed. And I just want to understand, are there any incremental investments

the Optum Insight and Optum Rx really being back half weighted. It seems like that's a little bit higher

Can you talk about the changes around the subsidies and the impact that we have on Part D

can you maybe just talk about your expectation going into the fourth quarter? And specific to Part D, are you expecting a big step-up

you also said you need to evaluate investments. How should I think about that for 2026?

With the 2026 rates looking better, we're going to move into the final year of V28. How do I think about what the key elements are to get back to that long term growth rate?

what do you think that means to your business? And then, secondly, you talked about educating those in the marketplace to better understand what you actually bring to the market from a PBM perspective